Branch Associate

Port Chester
Oct 08, 2016
Oct 19, 2016
Employer Type
Direct Employer
Employment Type
Full Time
Growing our family. Building dreams. Pursuing happiness.

USALLIANCE Branch Associates are responsible for providing a positive member experience that leads to improved satisfaction and sales. Process transactions accurately and efficiently in a fast-paced environment while simultaneously introducing products and services that meet the member's needs and encourage them to expand their relationship.

+ Create a connection and develop rapport with members to provide outstanding, personalized service.

+ Listen carefully and connect with members to understand their top financial priorities and to identify referral opportunities for new products and services that will benefit them.

+ Accurately and efficiently process transactions such as member deposits and cashing checks.

+ Assist members with inquiries and/or problem resolution.

+ Inform and educate members on how to utilize USALLIANCE products, tools, and services.

+ Provide coverage in other area branches as needed. May be required to work Saturdays and/or extended branch hours.

All positions must adhere to standard BSA/AML policies, procedures and processes. Employees must demonstrate awareness of business functions and how business decisions affect financial and/or non-financial work results.


+ Proven results in exceeding goals in areas of sales and service

+ Minimum of six months customer service experience in financial services, retail sales or a goal-oriented environment

+ Prior experience with cross-selling, up-selling and/or referring products

+ Minimum of six months cash handling experience

+ Thrive on engaging with members; can begin a conversation, build rapport, and handle objections

+ Ability to identify member financial needs, goals and objectives; comfortable asking members about their personal finance

+ Ability to respond and assist members successfully with inquiries and/or problem resolution

+ Ability to work effectively as a team member

+ Strong communication skills (including verbal and non-verbal) and active listening skills

+ Must be flexible to work from other area branches as needed.

+ Availability required to work Saturday shifts and/or extended branch hours as needed


At USALLIANCE it all starts with U. Because our people are our greatest asset. Why should U join our team?


+ Medical, Dental and Vision Insurance

+ 401(k) Retirement Savings Plan with Full Employer Match Up to 6%

+ Flexible Spending Accounts for Health & Dependent Care Expenses

+ Life Insurance - Employer Paid

+ Generous Incentive/Bonus Plan

+ Wellness/Gym Membership Reimbursement


+ Collaborative & Dynamic Co-workers

+ Innovative & Relevant Technology Resources

+ Career Planning

+ Positive Energy & Fun! 3b96b067fc0641f498b83be2aa369cf5